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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,180 | $157,304-23.6% | $141,197-14.9% | $152,909-21.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.93% | 64.34%-43.4pp | 71.41%-50.5pp | 345.46%-324.5pp |
| Employer contribution / active EE | $12,287 | $5,263+133.5% | $4,736+159.4% | $4,764+157.9% |
| Participant deferral / active EE | $11,890 | $7,111+67.2% | $6,710+77.2% | $5,851+103.2% |
| Admin fee / account holder | $258 | $12,126-97.9% | $10,265-97.5% | $11,601-97.8% |